Mutual Fund (Module #1) - The Fundamentals

Through this course we will learn about mutual fund, mutual funds structure in India, role of compliance officer and custodian, role of AMC, new fund offer and role of registrar and transfer agent etc

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 54m | 10 Videos | 72076 Views |   Intermediate

Mutual Fund (Module #1) – Basics of Mutual Fund:

The industry of mutual funds has been evolving fast. Several bodies in the industry are also making investments for creating investor education. It is a form of investment that is most hassle free, comprehensive and also flexible which can help in the accommodation of various requirements of the investor. There are a number of categories of mutual funds that have been designed for allowing investors to select a scheme on the basis of the risks that they can take, the amount that they can invest the goals of their investment and also the term s of investment expected by them.

Through this course we will learn about the introduction, what is mutual fund, reasons for opting mutual funds, distribution of investments, mutual funds- structure in India, who manages investors’ money, role of compliance officer and custodian, role of AMC, new fund offer and role of registrar and transfer agent.

Target Customers:

• Investors
• Financial Planning and Analysts
• Equity Researchers

Pre-Requisites:

• The learners have to possess knowledge of all the basis financial concepts and computers in order to gain an understanding of the module.
• The beginners should possess the basic knowledge related to working on excel.
• The passion to learn should be present in the students if they are to gain a proper understanding of this module.

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